See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,173 | $85,766-42.7% | $136,294-63.9% | $70,131-29.9% |
| Participation rate | 39.5% | 74.2%-34.6pp | 81.9%-42.4pp | 69.5%-30.0pp |
| Annual return | 16.03% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $851 | $2,966-71.3% | $4,695-81.9% | $2,342-63.7% |
| Participant deferral / active EE | $2,268 | $5,051-55.1% | $6,247-63.7% | $3,332-31.9% |
| Admin fee / account holder | $1,048 | $5,420-80.7% | $9,243-88.7% | $4,645-77.4% |